Chris began his financial services career in 1984 and has been providing comprehensive wealth management to his clients since 2000. Prior to joining Mercer Advisors, he served as president and founder of Pegasus Advisors. Chris' areas of interest and expertise include tax management, investment management, and retirement income and distribution planning. He also has a deep affinity for creating customized financial plans to meet the unique needs of individuals with disabilities. Chris earned his Liberal Arts degree from St. John's College. He is a founding member of the Alliance of Comprehensive Planners. He is an eight-time winner of the Five Star Professional Wealth Manager award.*

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,039 Dallas/Fort Worth-region wealth managers were considered for the award; 330 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,007 considered, 323 winners; 2020: 4,374 considered, 335 winners; 2019: 3,899 considered, 393 winners; 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners. These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com

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